IP

Ignite Planners Portfolio holdings

AUM $653M
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.99M
3
+$1.83M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$714K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$653K

Top Sells

1
+$2.99M
2
+$1.43M
3
+$1.34M
4
PBR icon
Petrobras
PBR
+$686K
5
UNH icon
UnitedHealth
UNH
+$505K

Sector Composition

1 Technology 13.55%
2 Financials 7.11%
3 Consumer Discretionary 4.25%
4 Communication Services 3.48%
5 Consumer Staples 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.82M 0.32%
42,232
-398
77
$1.81M 0.31%
67,021
-171
78
$1.8M 0.31%
21,900
+931
79
$1.79M 0.31%
55,590
+2,687
80
$1.79M 0.31%
18,225
-804
81
$1.77M 0.31%
71,358
+25,009
82
$1.75M 0.31%
38,677
+30
83
$1.75M 0.3%
9,784
-2,163
84
$1.73M 0.3%
43,403
-560
85
$1.71M 0.3%
37,928
+1,182
86
$1.7M 0.3%
18,052
-998
87
$1.7M 0.3%
24,014
-622
88
$1.69M 0.3%
41,479
+2,776
89
$1.68M 0.29%
14,793
+1,035
90
$1.63M 0.28%
16,796
-398
91
$1.61M 0.28%
16,107
+254
92
$1.6M 0.28%
105,511
+21,263
93
$1.6M 0.28%
17,689
+496
94
$1.56M 0.27%
18,348
+328
95
$1.52M 0.26%
45,295
+2,642
96
$1.5M 0.26%
40,908
97
$1.49M 0.26%
25,740
-452
98
$1.49M 0.26%
4,823
+47
99
$1.45M 0.25%
24,445
+1,801
100
$1.45M 0.25%
34,365
-1,793
2 3
4
5 6